Appleton Partners is an investment advisor in Boston with $12.51 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Appleton Parters Inc
SEC CIK
IRS number
42943177
SEC advisor number
801-29384
FINRA CRD number
110049
AUM ?
$12.65 bn
(as of 8 Mar 24)
Accounts
7,116
(as of 8 Mar 24)
Employees
58
(28 investment advisory or research)
Address
Appleton Partners
ONE POST OFFICE SQUARE
20TH FLOOR
BOSTON
MA 02109
ONE POST OFFICE SQUARE
20TH FLOOR
BOSTON
MA 02109
Phone
6173380700
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22